IAG

Investment Advisory Group Portfolio holdings

AUM $330M
1-Year Est. Return 13.52%
This Quarter Est. Return
1 Year Est. Return
+13.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$958K
3
+$919K
4
AMZN icon
Amazon
AMZN
+$861K
5
AAPL icon
Apple
AAPL
+$771K

Top Sells

1
+$323K
2
+$208K
3
+$124K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$122K
5
SYSB
iShares Systematic Bond ETF
SYSB
+$91.8K

Sector Composition

1 Technology 6.71%
2 Consumer Discretionary 2.52%
3 Healthcare 2.3%
4 Consumer Staples 2.23%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$286K 0.15%
3,306
-147
102
$286K 0.15%
4,390
-1,210
103
$285K 0.15%
5,264
-2,300
104
$285K 0.15%
8,509
+155
105
$284K 0.15%
606
+12
106
$282K 0.14%
6,075
107
$278K 0.14%
1,604
108
$275K 0.14%
2,772
-83
109
$274K 0.14%
5,294
-397
110
$273K 0.14%
1,734
+90
111
$269K 0.14%
2,335
112
$268K 0.14%
3,540
+260
113
$263K 0.13%
1,865
-865
114
$261K 0.13%
4,804
+50
115
$257K 0.13%
+1,168
116
$252K 0.13%
1,359
-48
117
$249K 0.13%
2,791
118
$247K 0.13%
1,189
119
$243K 0.12%
1,720
120
$242K 0.12%
5,661
-511
121
$241K 0.12%
3,480
-122
122
$238K 0.12%
6,495
-106
123
$229K 0.12%
4,498
-1,704
124
$226K 0.12%
+1,985
125
$223K 0.11%
465
2 3 4
5
6